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When Yellowfin is initially deployed a standard set of roles is provided to you. These are:

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Administrator

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The Yellowfin Administration role has access to database and user administration functions. These functions include managing users, groups and other configuration parameters.
It also has all the report writing and reading access supplied by the other roles below plus advanced functions, including:
SQL Reports, Public Publishing, Drill Through Reports, Discussion Admin Rights.

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Public Writer

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The Yellowfin Report Public writer has access for creating and editing Public reports.
All users that are to publish reports for Public use must have the Public Role to do so.
Reports created by a Yellowfin Public Writer can include drill through reports, multicast reports, and report emailing.

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Report Consumer

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The Yellowfin Report Consumer can only read reports that have been published to the Public repository.
Access exists to favourites, a dashboard and report viewing.

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Report Writer

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RoleDescription

Consumer & Collaborator

This user can only access public content and contribute to collaborative features such as streams, timeline, etc.
Personal Content Writer & CollaboratorThis user can only create personal content for their own consumption - not public shared content. They can collaborate within streams, timeline, etc.
Public Content Writer & CollaboratorThis user can create content to be consumed by themselves and other users in the system. They can collaborate using features such as streams, timeline, etc.
Public Content Writer & Collaborator - Advanced

This user can create content to be consumed by themselves and other users in the system. They can collaborate using features such as streams, timeline, etc.

This user also has extended access to create and manage views, report approval, and other admin items. This role should be used sparingly.

System AdministratorThis user has the widest range of access to the system, and as such you should have a very limited number of people assigned this role. They can do everything from create content through to managing system tasks.

 

Create Role

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In order to create a new role you will need complete the following:

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